Paul
Lim
The Wealth Consulting Group
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About this Advisor
Paul Lim is a financial advisor based in San Diego, California, working with The Wealth Consulting Group. Paul has previously held positions at New England Securities, Lpl Financial, and Wcg Wealth Advisors, LLC. Paul has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Paul is part of The Wealth Consulting Group, which operates out of San Diego, California. The firm has 34 offices and 264 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Wealth Consulting Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$5,194,180,776
264
21,408
$242,628
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Paul Lim Work History
Lpl Financial
Wcg Wealth Advisors, LLC
New England Securities
Disclosures
Please visit the SEC profile of Paul Lim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Wealth Consulting Group
San Diego, CA
Sacramento, CA
Las Vegas, NV
Rancho Mirage, CA
Palm Desert, CA
Las Vegas, NV
Leawood, KS
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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